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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $577,908 | $97,732+491.3% | $83,831+589.4% | $135,380+326.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 13.79% | 1287.56%-1273.8pp | 850.99%-837.2pp | 519.81%-506.0pp |
| Employer contribution / active EE | $18,598 | $4,222+340.5% | $3,631+412.2% | $4,779+289.2% |
| Participant deferral / active EE | $11,319 | $4,683+141.7% | $4,082+177.3% | $5,609+101.8% |
| Admin fee / account holder | $5,464 | $6,675-18.1% | $5,479-0.3% | $10,828-49.5% |